Exponential View
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Exponential ViewVoices📈 Political ads turn against data centers Hi all, Here’s the latest roundup of our data signals across AI, energy & markets. In the AI Investment Brief today: October revenue updates plus a funding quality alert Super, apparently.
Exponential ViewVoices🔮 39 charts on Anthropic, one-person biotech firm & cheap solar #608 Hi all, Welcome to the Sunday edition. This week: Is Anthropic a real business? We dissected Anthropic’s IPO pitch in 39 charts . The new company: bigger, smaller, faster.
Exponential ViewVoices🤖 Microsoft is making room for machines This week Microsoft offered a voluntary exit to around 60,000 employees across the US, UK, Canada, and India – about 27% of its 223,000 workers. Even vice presidents are within reach.
Exponential ViewVoices🔮 Anthropic’s S-1 in charts I went live on Substack earlier today to discuss Anthropic’s S-1. Watch the video and read the email for my takeaways. Anthropic’s S-1 should finally address the elephant in the room: is AI real?
Exponential ViewVoices📈 Monday data: For science the bottleneck isn’t intelligence In the AI Investment Brief today: CapEx updates and lease commitment breakdowns Anthropic co-founder Jack Clark recently said in a speech at the IMF that the singularity has begun : For many years…
Exponential ViewVoices🔮 The internet under attack, AGI compression & the next oil shock that never will be... #607 Hi all, here’s what’s in today’s issue #607: The internet is under attack: My short and long view of the internet’s future The timeline for artificial general intelligence: Demis Hassabis now expects…
Exponential ViewVoices📈 Monday data: Who won the trade war? In the AI Investment Brief today: Early AI adopters report gains, plus CoreWeave's bond woes Trump’s first major tariffs were introduced in January 2018 – a (very) long eight years ago.
Exponential ViewVoices🔮 A world of many minds & the future of work Good morning from London. What a week! Read to the end to find out what Jensen Huang gave me on Wednesday. I was also on ’s podcast this week discussing the AI investment boom.
Exponential ViewVoices🚨 Anthropic: The agony and the ecstasy Hi, I sent this to members of our AI Investment Brief a couple of hours ago. How we understand the numbers leaking from top AI labs matters too much to keep only for our finance readers, so I’m…
Exponential ViewVoices📈 What is bigger than AI? In August 2024, we said GLP-1s “will be the most impactful technology in the US over the next two years, with more meaningful and measurable impacts than either artificial intelligence or renewable…
Exponential ViewVoices🔮 AI & Math 2.0, Pakistan’s solar hedge & who controls computing++ “I’ve worked in the tech industry for the last 10 years, and Exponential View has guided me and helped me think much larger than I otherwise would have.” — Nicky B., a paying member Subscribe now Hi…
Exponential ViewVoices🔮 What is left to do Also from Exponential View: Could falling compute costs make persistent personal agents commercially feasible by 2028?
Exponential ViewVoices📈 Monday data: More AI, more justice? Latest in our AI Investment Brief: An update on AI revenues + what’s happening with AI spending. In England and Wales, 60% of defendants in defended county court claims this year did not have a…
Exponential ViewVoices🔮 The transition is hiding in plain sight #604 Good morning! It’s been a whirlwind week. We had our first look inside a major AI company’s leaked IPO prospectus . Our data appeared in the FT ’s explainer on tokenomics .
Exponential ViewVoices🔮 Quick weekend reads: the big AI questions AI is really forcing some big questions into the open. Here are some weekend reads on them. The biggest idea The Economist address the effective altruism (EA) belief system, which it calls “t his…
Exponential ViewVoices🚨 The first existential IPO Every technology platform reaches a moment in its lifecycle when startups prepare to enter the public markets.
Exponential ViewVoices📈 Monday data: Damming the slop floods There’s a flood of AI content coming down the pipeline across all forms of media. Music, images, LinkedIn posts , longform, and book summaries.
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